SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 229.60+1.5%Nov 25 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rob S. who wrote (33191)1/7/1999 11:42:00 AM
From: Tom D  Read Replies (3) of 164684
 
AMZN is not "just keeping up"

AMZN is NOT keeping up. If they were not adding new product lines, it would be easy to see that their growth in any single product line, such as books, is lagging overall internet ecommerce growth.

We don't know what Bezos told the institutional analysts yesterday morning. Must be something that changes the rules of the game, in order for them to drive the price up further.

I don't think we have the knowledge or tools to assess what AMZN will be like in a few years. But it is this future version, this dream, that we cannot see, because we are not on the inside, that is being bought into heavily by institutional investors.

Tom D

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext